What public Form 5500 filings show about the J.H. Findorff & SON Inc. 401(k) plan — and how to find and check your own account.
J.H. Findorff & SON Inc. (EIN 39-0753746) reports J.H. FINDORFF & SON INC. EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $90.7M in plan assets across 284 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full J.H. Findorff & SON Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J.H. Findorff & SON Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L, DELTA DENTAL OF WISCONSIN, HAUSMANN GROUP, AUXIANT.
